Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-481- 32.88% |
$19.7K - $25.1K
|
982
$55.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-482- 1.15% |
$19.7K - $25.1K
|
41.3K
$2.34M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-500- 16.13% |
$20.5K - $26.1K
|
2.6K
$147K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-547- 1.68% |
$22.4K - $28.5K
|
32K
$1.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-632- 4.7% |
$25.9K - $32.9K
|
12.8K
$726K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-634- 0.45% |
$26K - $33K
|
139K
$7.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-645- 1.14% |
$26.4K - $33.6K
|
55.8K
$3.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-683- 0.64% |
$28K - $35.6K
|
106K
$5.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-710- 5.85% |
$29.1K - $37K
|
11.4K
$648K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-767- 2.71% |
$31.4K - $40K
|
27.5K
$1.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-782- 12.43% |
$32K - $40.7K
|
5.51K
$312K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
SELL
|
- |
-788- 3.42% |
$32.3K - $41.1K
|
22.3K
$1.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-796- 4.67% |
$32.6K - $41.5K
|
16.3K
$921K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-809- 60.15% |
$33.1K - $42.1K
|
536
$30.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-847- 1.15% |
$34.7K - $44.1K
|
73.1K
$4.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-880- 18.22% |
$36K - $45.8K
|
3.95K
$224K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-908- 0.57% |
$37.2K - $47.3K
|
158K
$8.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-961- 9.13% |
$39.3K - $50.1K
|
9.57K
$542K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-962- 3.95% |
$39.4K - $50.1K
|
23.4K
$1.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-964- 15.4% |
$39.5K - $50.2K
|
5.3K
$300K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-978- 9.03% |
$40K - $51K
|
9.85K
$558K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-985- 88.58% |
$40.3K - $51.3K
|
127
$7.19K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1K- 23.52% |
$41K - $52.2K
|
3.26K
$184K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.01K- 9.51% |
$41.2K - $52.4K
|
9.57K
$542K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.01K- 3.15% |
$41.5K - $52.8K
|
31.2K
$1.77M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.04K- 4.66% |
$42.7K - $54.3K
|
21.3K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.1K- 47.41% |
$45K - $57.3K
|
1.22K
$69.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.13K- 14.37% |
$46.3K - $59K
|
6.74K
$382K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.14K- 0.96% |
$46.8K - $59.6K
|
118K
$6.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.2K- 24.25% |
$49.1K - $62.5K
|
3.75K
$212K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.21K- 9.03% |
$49.6K - $63.1K
|
12.2K
$691K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.22K- 11.49% |
$49.7K - $63.3K
|
9.36K
$530K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.25K- 2.15% |
$51.1K - $65K
|
56.7K
$3.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-1.29K- 3.18% |
$52.9K - $67.4K
|
39.4K
$2.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.34K- 11.01% |
$54.9K - $69.8K
|
10.8K
$614K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.41K- 5.25% |
$57.7K - $73.5K
|
25.4K
$1.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-1.44K- 15.14% |
$59K - $75.1K
|
8.08K
$458K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.63K- 18.92% |
$66.5K - $84.7K
|
6.97K
$395K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-1.77K- 4.59% |
$72.4K - $92.1K
|
36.7K
$2.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.8K- 30.88% |
$73.8K - $93.9K
|
4.04K
$229K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.81K- 8.04% |
$73.9K - $94K
|
20.7K
$1.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.95K- 30.26% |
$80K - $102K
|
4.5K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.01K- 39.35% |
$82.2K - $105K
|
3.09K
$175K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.07K- 10.06% |
$84.6K - $108K
|
18.5K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.08K- 3.23% |
$85.2K - $108K
|
62.3K
$3.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.15K- 4.23% |
$87.9K - $112K
|
48.6K
$2.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.22K- 11.79% |
$90.8K - $116K
|
16.6K
$939K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.85K- 1.61% |
$117K - $149K
|
174K
$9.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.99K- 31.51% |
$122K - $156K
|
6.49K
$367K
|
|
|
Aug 13, 2025
Q2 2025
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3K- 8.18% |
$123K - $156K
|
33.7K
$1.91M
|